Fundamental Analysis

Get ahead of the market by understanding the true value of a stock and capitalize on its price. Learn fundamental analysis strategies and tools used by the most successful investing professionals.

Led by John Jagerson View Instructor Bio

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$399.00 $399 USD
Lifetime Access
  • One time payment, money back guarantee
  • Self-paced online course, lifetime access
  • Interactive content and downloadable materials
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Course Description

Learn the key tenets of fundamental analysis and how to leverage it to understand revenue, EPS trends, and free cash flow, as well as how to properly interpret balance sheets.  We’ll also cover evaluating a stock’s PEG ratios, dividends and relative strength.

Investopedia Academy and instructor John Jagerson have created Fundamental Analysis, an online course that will teach you how to apply fundamental analysis in a way that is both easy to understand, yet comprehensive in nature. In this course, John focuses on the factors that are easiest to evaluate and have the highest correlation with positive returns.

You’ll learn to:

  • Analyze a stock's income and cash flow statements

  • Identify weakness hidden in a stock's balance sheet

  • Understand which value ratios identify stocks likely to rise

  • Use fundamental analysis to pinpoint a good stock

  • Watch the value ratios that matter most

  • Move from simply knowing when to buy to knowing what to buy

This course includes:

  • Over 5 hours of on-demand video, exercises, and interactive content

  • Lifetime access to so that you can learn on your schedule

If you want to move from investing in indexes and ETFs to picking specific stocks, then this course is for you. You’ll understand why the best stocks aren’t always the cheap stocks.  After completing Fundamental Analysis, you will understand the importance of trends, the concepts of relative performance, proper position sizing, and much more.

 

Certificate of Enrollment

Receive an Investopedia Academy Certificate of Enrollment with this course

Financial Assistance

Students and U.S. military may be eligible for reduced pricing. See this page for details about how to apply.

Course Curriculum

Analyzing Revenue and EPS
  • Glossary
  • Dilution
  • Net Income & EPS Trends: Chart Analysis Part One
  • Net Income & EPS Trends: Chart Analysis Part Two
  • Net Income & EPS Trend: Exceptions
  • Review
Avoid Hidden Risks with Free Cash Flow
  • Glossary
  • Introduction
  • Cash Flow Statement
  • Operating Activities
  • CapEx
  • Free Cash Flow
  • Review
Is Management Any Good?
  • Glossary
  • Introduction
  • Return on Equity
  • Balance Sheet
  • Negative Equity
  • ROE Calculation
  • Unreliability
  • Review
Take the Pulse of Wall Street with PEG and Other Ratios
  • Glossary
  • Introduction
  • PE Ratio: What You're Paying For
  • Ratio Example
  • PE/G Ratio: What You're Paying For
  • PE/G Ratio: Faults
  • PE/GY Ratio: What You're Paying For
  • PE/GY Ratio: Examples
  • PE/GY Ratio: Faults
  • Review
Start Your Search
  • Stock Screening
  • Narrow the Search
How Dividends Turbo-Charge Returns
  • Glossary
  • Introduction
  • Timing is Everything
  • Dividends vs. Growth
  • Payout Ratio
  • Dividend Quality
  • Review
Sizing Up the Competition with Relative Strength
  • Introduction
  • Relative Strength: What Is It?
  • Relative Strength: Beta
  • Relative Strength: Fundamentals
  • Examples
  • Value Ratios
  • Reviews
Understanding the Business Cycle and Sector Rotation
  • Glossary
  • Introduction
  • Business Cycle
  • Sector Rotation
  • Phases
  • Economic Indicators
  • Maturity Examples
  • Yield Curve Analysis: Example One
  • Yield Curve Analysis: Example Two
  • Yield Curve Analysis: Example Three
  • Yield Curve Analysis: Example Four
  • Review
Using Volatility to Position Size Like the Pros
  • Introduction
  • Steps One and Two: Average True Range
  • Step Three: Establish a Baseline
  • Step Three: Continued
  • Position Sizing Worksheet
  • Volatility Based Size
  • Review

About the Instructor

John Jagerson
John Jagerson CFA

John Jagerson is a CFA and CMT charter holder and a founder of Learning Markets, which provides analysis and education for individual and professional investors. He is an author or co-author of five books on investing, currencies, bonds, and stocks. John has appeared in outlets like Forbes.com, BBC Radio, Nasdaq.com, and CBS for his financial strategy expertise. After graduating with a B.S. in Business from Utah Valley University, John completed the PLD program at Harvard Business School. Once the markets close each day, he can be found back on his mountain bike or in his running shoes on the trails of the Wasatch Mountains near his home.

Students are Saying...

I love the way Investopedia designed their courses. The Academy allows me to have complete on demand access to each course I purchase. Investopedia Academy was perfect in that it allowed me to take the courses at my own pace and I could rewatch any lessons I wanted. 

Samy Abouseda
Student at HEG, Bachelor in Business Administration

I was a big fan of Investing of Beginners. John Jagerson was extremely precise, very thorough in his explanations, and quite easy to follow.

Michael Wood
Investing For Beginners Student

JC Parets and Investopedia Academy’s Technical Analysis course are great! They presented the material in a logical, well thought out, and non-intimidating way. The short videos on chart analysis should be mandatory watching prior to anyone ever opening a chart!

Justin Thomas
South Africa

Options for Beginners is an outstanding course that is well structured and easy to navigate. I really valued the professional approach of Luke. I now feel confident to go out and do some basic options trades after taking this course.

Daniel Tscherry
Options for Beginners student

I have an extensive educational background as I earned degrees in Computer Science, Mathematics, and Economics. Still, I can say that Investopedia's 'Become a Day Trader' was one of the best courses I've ever taken. I was completely new to day trading, but now feel confident in my strategy and approach. The course was informative, concise, and David Green's teaching strategy was excellent.

Rakesh Kapoor
Semi-Retired IT Professional

Research and Trade Like The Pros was very straightforward. As a teacher of Finance, I am excited to teach my students the information from this course. In particular, I have a better understanding of analyzing currencies and commodities because of James and Lex’s professional background and systematic approach. Their methods are widely used by industry professionals.

George Abesadze
Finance Teacher and Aspiring Portfolio Manager